RKL Wealth Management’s Philip Morris PM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.63M | Buy |
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|
2025
Q1 | $2.27M | Sell |
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|
2024
Q4 | $2.11M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $231K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $255K | Sell |
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|
2017
Q4 | $293K | Sell |
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|
2017
Q3 | $326K | Buy |
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|
2017
Q2 | $322K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $179K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $250K | Buy |
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|
2014
Q3 | $255K | Buy |
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|
2014
Q2 | $258K | Buy |
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|
2014
Q1 | $234K | Buy |
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